Pick Agent from Agent + Party

YouTube: How to Pick Agent/Salesman from Agent–Party Linking in Journal Vouchers?

How to Pick Agent / Salesman from Agent–Party Linking in Journal Vouchers?

In this tutorial, we will learn how to automatically pick the Agent Name in Journal Voucher entries through Agent + Party Linking in Logic ERP. This feature helps reduce manual entry and ensures that the correct agent is automatically linked with the selected party during voucher transactions.

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Objective of This Feature

• Automatically fetch Agent Name during Journal Voucher entry

• Reduce manual agent selection

• Improve transaction accuracy

• Simplify voucher processing

• Maintain proper Agent and Party linkage

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Access to Journal Voucher Configuration

• Go to Menu Bar → Configuration.

• Open Journal Voucher Configuration.

• Select Required Configuration from the dropdown list.

• Navigate to Other Options Tab

• Locate and enable the option labeled as:

“Pick Agent from Agent + Party”

Unlock Agent Name Field

• Open Column Locks

• Search for Agent Name Field

• Tick Unlock Option

• The Agent Name field becomes visible during Journal Voucher entry

• Save the Configuration.

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Create a New Journal Voucher Entry

Process

• Initiate New Journal Voucher Entry.

• Select Party Name during entry.

System Behavior

• As soon as the Party is selected:

  • The software automatically picks the linked Agent Name.

Verification

• Go back to Header Details Section.

• Observe Agent Name is automatically populated.

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Setup Agent + Party Linking

• Go to Setup and then Setup Accounts

• Under Setup Agents Menu

• Open Agent + Party Linking Window

Link Agent with Party

• Select Agent Name from Dropdown List.

• Choose Required Account or Party.

• Click Refresh.

• Tick Checkbox against the Account.

• Save Changes.

Final Result

• The selected Agent becomes linked with the respective Party.

• During Journal Voucher entry:

  • The software automatically fetches the linked Agent Name

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Key Benefits

• Reduces manual agent selection

• Speeds up voucher entry process

• Improves transaction accuracy

• Ensures proper agent mapping

• Simplifies accounting workflow

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Best Practice Tips

• Keep Agent + Party linking updated regularly

• Verify linked accounts before voucher entry

• Use proper agent naming conventions

• Unlock Agent Name field only when required

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Final Outcome

• Agent Name is automatically picked during Journal Voucher entry

• Manual agent selection is minimized

• Voucher processing becomes faster and more accurate in Logic ERP